Institutional Ownership Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
186,003,082
shares
|
$4.17 Billion
7.99% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,264,388
shares
|
$410 Million
0.13% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,078,988
shares
|
$159 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,779,137
shares
|
$130 Million
1.55% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
4,222,219
shares
|
$94.7 Million
1.41% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,040,135
shares
|
$68.2 Million
0.02% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,955,731
shares
|
$66.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.54%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,663,197
shares
|
$59.8 Million
1.81% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,227,844
shares
|
$50 Million
0.15% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,196,521
shares
|
$49.3 Million
1.39% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,186,138
shares
|
$49.1 Million
0.0% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,917,761
shares
|
$43 Million
10.37% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
1,917,761
shares
|
$43 Million
6.25% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,895,436
shares
|
$42.5 Million
0.72% of portfolio
|
Q2 2024
Added 102.86%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,658,965
shares
|
$37.2 Million
0.08% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,622,546
shares
|
$36.4 Million
0.0% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
1,482,295
shares
|
$33.3 Million
0.25% of portfolio
|
Q4 2021
Added 44.18%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
1,301,665
shares
|
$29.2 Million
1.04% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,203,378
shares
|
$27 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,053,934
shares
|
$23.7 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,005,468
shares
|
$22.6 Million
0.04% of portfolio
|
Q3 2025
Added 224.03%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
878,658
shares
|
$19.7 Million
6.45% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
852,291
shares
|
$19.1 Million
8.62% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
831,705
shares
|
$18.7 Million
2.54% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
639,716
shares
|
$14.4 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.79%
|
|